Step 1: Go to “Contacts”.
Step 2: Click “New Contact”.
Step 3: Enter the basic details like email id, Name, Gender, Designation, Mobile number, Contact owner and Lead status.
Step 4: Then click the “Save” option.
Step 5: By clicking “Import” button you can import customer data and also you can
download the data by clicking “Download Sample Spreadsheet” button.
Step 6: Click on the “Name” of the customer.
You can add all the day to day activities here.
